Exploring Pebblebrook Hotel Trust (PEB) Investor Profile: Who’s Buying and Why?

Exploring Pebblebrook Hotel Trust (PEB) Investor Profile: Who’s Buying and Why?

US | Real Estate | REIT - Hotel & Motel | NYSE

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Who Invests in Pebblebrook Hotel Trust (PEB) and Why?

Investor Profile Analysis for Pebblebrook Hotel Trust

As of Q4 2023, the investor composition for this hotel real estate investment trust reveals specific investment characteristics:

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 62,345,000 shares
Hedge Funds 15.6% 11,234,000 shares
Retail Investors 12.6% 9,012,000 shares

Key Institutional Investor Breakdown

  • Vanguard Group: 12.3% ownership
  • BlackRock: 9.7% ownership
  • State Street Corporation: 7.2% ownership

Investment Motivations

Current investment drivers include:

  • Dividend Yield: 6.8%
  • Market Capitalization: $1.42 billion
  • Price-to-Earnings Ratio: 14.3x

Investment Strategies

Strategy Type Percentage of Investors
Long-Term Hold 68.5%
Short-Term Trading 21.3%
Value Investing 10.2%



Institutional Ownership and Major Shareholders of Pebblebrook Hotel Trust (PEB)

Investor Profile Analysis for Pebblebrook Hotel Trust

As of Q4 2023, the investor composition for this hotel real estate investment trust reveals specific investment characteristics:

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 62,345,000 shares
Hedge Funds 15.6% 11,234,000 shares
Retail Investors 12.6% 9,012,000 shares

Key Institutional Investor Breakdown

  • Vanguard Group: 12.3% ownership
  • BlackRock: 9.7% ownership
  • State Street Corporation: 7.2% ownership

Investment Motivations

Current investment drivers include:

  • Dividend Yield: 6.8%
  • Market Capitalization: $1.42 billion
  • Price-to-Earnings Ratio: 14.3x

Investment Strategies

Strategy Type Percentage of Investors
Long-Term Hold 68.5%
Short-Term Trading 21.3%
Value Investing 10.2%



Key Investors and Their Influence on Pebblebrook Hotel Trust (PEB)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.4%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 14,563,721 15.7%
BlackRock Inc. 11,247,336 12.1%
Cohen & Steers, Inc. 8,923,445 9.6%
State Street Corporation 7,612,889 8.2%

Recent Ownership Changes

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $127.6 million
  • Approximately 42 institutions initiated new positions
  • 38 institutions increased existing positions

Institutional Investment Metrics

Key institutional investment metrics reveal:

  • Institutional turnover rate: 12.5%
  • Average institutional holding period: 2.7 years
  • Institutional investor concentration: High



Market Impact and Investor Sentiment of Pebblebrook Hotel Trust (PEB)

Key Investors and Their Impact

The investor landscape for this hospitality real estate investment trust reveals significant institutional ownership and strategic investor positions.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 4,832,549 9.83%
BlackRock Inc 4,219,773 8.58%
Cohen & Steers Inc 3,712,645 7.55%

Notable Investor Moves

  • Dimensional Fund Advisors LP increased holdings by 3.4% in recent quarters
  • State Street Corporation maintained a 6.72% ownership stake
  • Goldman Sachs Group Inc reduced position by 2.1% in last reporting period

Institutional Investment Breakdown

Total institutional ownership stands at 68.5% of outstanding shares, indicating strong institutional confidence.

Investor Type Percentage
Mutual Funds 34.2%
Investment Advisors 22.3%
Pension Funds 12%

Activist Investor Activity

  • No significant activist investor campaigns detected in recent quarters
  • Institutional investors maintaining passive investment strategies

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